FMII

Farmers & Merchants Investments Inc Portfolio holdings

AUM $3.62B
1-Year Est. Return 21.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3B
AUM Growth
+$37M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,831
New
Increased
Reduced
Closed

Top Buys

1
+$3.93M
2
+$3.35M
3
+$3.27M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$2.94M
5
BND icon
Vanguard Total Bond Market
BND
+$2.41M

Top Sells

1
+$2.72M
2
+$2.02M
3
+$2.01M
4
NNI icon
Nelnet
NNI
+$1.81M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.23M

Sector Composition

1 Technology 17.26%
2 Financials 13.02%
3 Healthcare 9.56%
4 Industrials 8.22%
5 Consumer Staples 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$14.1K ﹤0.01%
28
627
$14.1K ﹤0.01%
122
628
$14K ﹤0.01%
367
629
$13.9K ﹤0.01%
450
630
$13.9K ﹤0.01%
36
631
$13.8K ﹤0.01%
270
632
$13.7K ﹤0.01%
172
-1
633
$13.6K ﹤0.01%
84
+66
634
$13.3K ﹤0.01%
91
635
$13.3K ﹤0.01%
73
636
$13.2K ﹤0.01%
176
637
$12.9K ﹤0.01%
539
638
$12.9K ﹤0.01%
447
+200
639
$12.8K ﹤0.01%
263
640
$12.8K ﹤0.01%
+664
641
$12.7K ﹤0.01%
210
642
$12.7K ﹤0.01%
43
643
$12.6K ﹤0.01%
+211
644
$12.6K ﹤0.01%
108
645
$12.6K ﹤0.01%
210
646
$12.5K ﹤0.01%
168
647
$12.5K ﹤0.01%
177
648
$12.4K ﹤0.01%
34
649
$12.3K ﹤0.01%
88
+30
650
$12.3K ﹤0.01%
206
24 25
26
27 28